Strategic Commercial Accounts Advisor

Mid-State 56 Agency, Inc.; Mequon (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Contingent Signing Bonus

Competitive wages

Paid Holidays

Paid Time Off

Half day Fridays (Memorial Day–Labor)

Flexible hours

Medical insurance

Dental insurance

Vision insurance

Life/AD&D insurance

Disability insurance

Retirement plan with company match

Volunteer opportunities

Continuing Education

Job summary

Mid-State 56 Agency, Inc. is seeking a Commercial Account Advisor in Wisconsin to manage needs of prospective and existing clients both in and outside the office. You will design risk service plans with the Producer and participate in face-to-face meetings, including Loss Control and renewals.

The role requires a Property & Casualty license and a minimum of 3 years in Commercial Lines, preferably in an independent agency. Strong communication, organization, and teamwork are essential.

Qualifications

• Minimum high school diploma or equivalent.
• Property & Casualty license required.
• At least 3 years in Commercial Lines, preferably with an independent agency.
• Excellent oral and written communication skills.
• Ability to multi-task with high accuracy.
• Self-motivated with strong organization and time management.
• Experience in risk management and/or sales is a plus.
• Willing to mentor less experienced team members.
• Desire to work in a positive team environment.

Responsibilities

• Serve as primary contact for new and existing clients in and outside the office.
• Design and develop risk service plans with the Producer.
• Attend face-to-face meetings with clients including Loss Control and renewal meetings.
• Document all client and carrier interactions in agency system and update policy information.
• Collaborate with carriers through marketing and negotiating renewals.

Skills

Oral communication

Written communication

Multi-tasking

Time management

Organization

Mentoring

Team collaboration

Education

High School Diploma or equivalent

Property & Casualty License

Job description

Mid-State 56 Agency, Inc. is seeking a Commercial Account Advisor in Wisconsin to manage needs of prospective and existing clients both in and outside the office. You will design risk service plans with the Producer and participate in face-to-face meetings, including Loss Control and renewals.

The role requires a Property & Casualty license and a minimum of 3 years in Commercial Lines, preferably in an independent agency. Strong communication, organization, and teamwork are essential.